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Finance service representative vs customer service representative

The differences between finance service representatives and customer service representatives can be seen in a few details. Each job has different responsibilities and duties. While it typically takes 2-4 years to become a finance service representative, becoming a customer service representative takes usually requires 6-12 months. Additionally, a finance service representative has an average salary of $38,361, which is higher than the $32,260 average annual salary of a customer service representative.

The top three skills for a finance service representative include financial services, patients and team-oriented environment. The most important skills for a customer service representative are cleanliness, POS, and data entry.

Finance service representative vs customer service representative overview

Finance Service RepresentativeCustomer Service Representative
Yearly salary$38,361$32,260
Hourly rate$18.44$15.51
Growth rate10%-4%
Number of jobs220,519209,515
Job satisfaction-4
Most common degreeBachelor's Degree, 60%High School Diploma, 33%
Average age4340
Years of experience412

What does a finance service representative do?

A financial service representative typically works for a bank or a similar establishment. One of their primary responsibilities is to reach out to clients and offer financial advice, services, or products such as insurance and credit cards. They can also set appointments, meet with clients to discuss benefits, and even gather applications. Furthermore, a financial service representative needs to have extensive knowledge of the products and services and be equipped with communication skills to build a rapport that will be essential in securing trust and sales.

What does a customer service representative do?

Customer service representatives are the first point of contact of the customers, acting as the frontiers of the company and help in driving customer loyalty and retention by leaving a great impression and resolving all of their concerns. They accommodate customer queries by providing useful and comprehensive information about any products or services. Some would use that as an opportunity to market and promote more sales. The most challenging issues they use to handle are customer complaints and processing of refunds and returns. They also assist in basic troubleshooting or accounts and payment setup with the use of specific guidelines or step by step procedures. At most, they help and solve customer issues on their own, but sometimes they would need support from supervisors or other departments.

Finance service representative vs customer service representative salary

Finance service representatives and customer service representatives have different pay scales, as shown below.

Finance Service RepresentativeCustomer Service Representative
Average salary$38,361$32,260
Salary rangeBetween $25,000 And $58,000Between $25,000 And $41,000
Highest paying CityNew York, NYDes Moines, WA
Highest paying stateNew YorkWashington
Best paying companyBloombergOracle
Best paying industryGovernmentInsurance

Differences between finance service representative and customer service representative education

There are a few differences between a finance service representative and a customer service representative in terms of educational background:

Finance Service RepresentativeCustomer Service Representative
Most common degreeBachelor's Degree, 60%High School Diploma, 33%
Most common majorBusinessBusiness
Most common collegeUniversity of Pennsylvania-

Finance service representative vs customer service representative demographics

Here are the differences between finance service representatives' and customer service representatives' demographics:

Finance Service RepresentativeCustomer Service Representative
Average age4340
Gender ratioMale, 41.2% Female, 58.8%Male, 30.5% Female, 69.5%
Race ratioBlack or African American, 5.7% Unknown, 4.1% Hispanic or Latino, 11.9% Asian, 10.1% White, 67.9% American Indian and Alaska Native, 0.2%Black or African American, 11.6% Unknown, 5.2% Hispanic or Latino, 21.2% Asian, 6.3% White, 55.0% American Indian and Alaska Native, 0.7%
LGBT Percentage6%7%

Differences between finance service representative and customer service representative duties and responsibilities

Finance service representative example responsibilities.

  • Manage correspondent services including but not limit to wire processing, coin and currency, ACH support and international payments.
  • Gain excellent customer service skills and achieve award for completing voluntary MSR exams.1
  • Manage client relationship by presenting solutions for customers state and unstate needs while cross-selling company products.
  • Maintain cleanliness and presentation of member service area and marketing information.
  • Originate and develop new business through effective profiling, relationship building, consultative customer service in a retail banking environment.
  • Count upon for accuracy and math skills.
  • Show more

Customer service representative example responsibilities.

  • Manage and plan escalations; assure HIPPA guidelines are followed for confidentially and privacy.
  • Maintain cleanliness and safety and assist patients as necessary.
  • Operate POS system and maintain exceptional and consistent customer service.
  • Exercise proofreading and basic math skills to maintain quality control over documents process
  • Work in customer service department entering information into customer relationship management (CRM).
  • Develop highly empathetic client relationships and earn reputation for exceeding good customer service rep goals.
  • Show more

Finance service representative vs customer service representative skills

Common finance service representative skills
  • Financial Services, 15%
  • Patients, 8%
  • Team-Oriented Environment, 7%
  • Mutual Funds, 4%
  • Financial Products, 4%
  • Customer Service, 3%
Common customer service representative skills
  • Cleanliness, 10%
  • POS, 7%
  • Data Entry, 6%
  • Sales Floor, 6%
  • Customer Service, 5%
  • Home Health, 5%